Taxing transitions: Inheritance tax and family firm succession

B-Tier
Journal: Journal of Economic Behavior and Organization
Year: 2025
Volume: 238
Issue: C

Authors (2)

Score contribution per author:

1.005 = (α=2.01 / 2 authors) × 1.0x B-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

In many OECD countries, family firms face lower or no succession taxes if they fulfill continuation requirements. We study the effects of such preferential treatment in a two-generation model. Preferential treatment of continued firms leads to more entrepreneurship and higher wages, as entrepreneurs invest more as they value passing on a larger firm. However, more low-ability heirs continue the firm, leading to efficiency losses. In the presence of financial frictions, richer (but less able) heirs may invest more than buyers from outside.

Technical Details

RePEc Handle
repec:eee:jeborg:v:238:y:2025:i:c:s0167268125003579
Journal Field
Theory
Author Count
2
Added to Database
2026-01-25